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David Seery, a California State University, Channel Islands alumnus and client service specialist for Lamia Financial Group, Inc., has received the prestigious Certified Financial Planner (CFP®) designation. In earning the designation, David becomes the firm’s fourth CFP® professional.

Lamia Financial Group, Inc. announces that Juan C. Ros has been named vice president for financial planning and philanthropy. Ros, who holds the CERTIFIED FINANCIAL PLANNER™ designation, joined the Thousand Oaks-based firm in 2012.

As you know, our client portfolios are built around Dimensional Fund Advisors (DFA) mutual funds. Dimensional and its Chairman/co-CEO David Booth were featured in an article in the January/February issue of Money magazine.

California State University, Channel Islands alumnus David Seery has joined Lamia Financial Group, LLC, as a client service specialist. At the full-service financial planning and wealth management company, Seery provides critical client-related support to the firm’s wealth management team and handles vital operational functions for the firm.

When it comes to supporting their favorite causes, people tend to think of writing a check or making a gift by credit card. What about making a donation of life insurance? It’s often overlooked, but can be an excellent gift to a charitable organization.Click here to

One of the most important steps you can take to protect your loved ones is to plan for the one inevitability we all must face: death. The challenge for most people is knowing how to begin and what steps to take as follow-up. One of the simplest methods you can use is the “Four Ps” of estate planning: people, property, plans and planners.

On January 1, 2013, the United States Congress passed the "American Taxpayer Relief Act of 2012," legislation intended to avoid the so-called "fiscal cliff." This legislation makes sweeping changes to our tax laws, some changes permanent and others temporary.